Salesforce Account data sync lets you pull Account attributes from Salesforce into Fin. Once synced, these attributes can enable branching based on Account data in Fin workflows, personalize messages using synced Account fields, and control Fin Messenger visibility using Account-based rules.
Set up Salesforce Account data sync
Navigate to Settings > Salesforce integration in Fin.
In the "Pull data from Salesforce" section, choose which field on the Account should be matched with the company ID provided via the JWT token.
Add the Account fields you want to sync into the company object in Fin.
Note: This is also configurable via the Data step when deploying Fin.
Use Salesforce Account attributes in workflows
Open your Fin workflow in the editor.
Add branches based on Account attributes (e.g., industry, plan type).
Use Account field values in message templates for personalization.
Note: This feature only supports unidirectional syncing from Salesforce into Fin and only for the primary Account associated with the Contact.
Authenticate with JWT
To securely sync Salesforce account data with Fin Messenger, you must use JWT authentication.
For primary Salesforce accounts, include the Account ID (configured in settings) in the JWT payload under the key:
company.id.For non-primary Salesforce accounts, include the external ID of the target Salesforce account in the JWT payload under the same key:
company.id. This tells Fin which account’s data to sync.
Example JWT (Ruby):
JWT.encode({email: "user@example.com", user_id: "this_is_an_example_contact_external_id", company: { id: "this_is_an_example_account_external_id" }}, exp: Time.now.to_i+3600}, "your_jwt_secret_goes_here", "HS256")
Note:
Using Account fields in Fin Messenger visibility rules requires the company to be set in the JWT token.
JWT is not required when syncing through Salesforce Case events.
Best practices and troubleshooting
Sync timing
Messenger opened → triggers a sync of the associated Salesforce Account.
Salesforce Case sync → automatically pulls the primary Account.
Launcher rules → will sync the Account only if a synced attribute is used.
Tip: Using Account fields in Fin Messenger visibility rules can slightly delay visibility. To improve performance, use branching inside workflows instead.
FAQs
What Account data is synced from Salesforce?
Only the primary Account associated with the Contact is synced into Fin, and only the fields you specify in the Salesforce integration settings.
Is the Salesforce Account data sync bi-directional?
No. Syncing is one-way from Salesforce into Fin.